Overview
Assets Under Management: $1.2 billion
High-Net-Worth Clients: 137
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 458
Discretionary Accounts: 451
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 160376
Filing ID: 1987626
Last Filing Date: 2025-05-06 09:40:00
Website: https://evelyn.com